Are you using your net worth as a score card? Join us for Part 3 of our exploration of the Wise Wealth Matrix and find out how wisdom can help you redefine wealth as a tool for meaning, balance, and connection.  In this episode, we discuss:  3 cultural norms most distorted by modern society Risks associated with the pursuit of “more” Pros and cons of “hustle culture” How to live authentically Listen in as Casey Weade is once again joined by Les McDaniel to discuss the Wise Wealth Matrix and how applying wisdom can transform your perspective on wealth. To receive your FREE WISE Wealth Assessment worksheet, text WISE to 888-599-4491 Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/480 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

Financial experts dive into predictions for the stock market in 2025, reflecting on past forecasts and the current market landscape. They humorously weigh optimism against skepticism, discussing the surprise absence of negative predictions. The conversation shifts to the impact of tech advancements and the importance of diversification in an evolving market. Listeners can expect insights on asset performance, particularly the rise of small caps and international stocks, alongside an engaging upcoming webinar on economic trends.

Jordan Grumet, an Associate Medical Director at Unity Hospice and author of 'The Purpose Code,' shares insights on finding meaning in retirement. He discusses how creating purpose can enhance happiness and the significance of pursuing passions—like the antique store owner who inspired him. The conversation highlights self-awareness, the impact of social media on purpose perception, and how to overcome 'purpose anxiety.' Jordan also emphasizes embracing childhood joys and taking actionable steps towards personal fulfillment.

How should you modify your portfolio for retirement? It doesn’t take a one-size-fits-all approach, but let’s begin with the basics.  In this episode, we discuss:  How your emergency fund might change in retirement Why your income strategy is key to retirement success How to fill for your income “gap” Asset vs. tax allocation The “tax oasis” Today's article is from The Retirement Manifesto titled, 10 Steps To Prepare Your Finances For Retirement. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/477 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

What does it mean to be wealthy and wise in mid-life? Join us for part 2 of our exploration of the Wise Wealth Blueprint and discover how to pave the way for an intentional, purpose-filled life.  In this episode, we discuss:  What it means to let wisdom drive your life  Three guiding principles of your purpose  What it means to have “radical resilience”  Listen in as Casey Weade is once again joined by Les McDaniel to discuss the Wise Wealth Blueprint and dig into three guiding principles of your purpose to enjoy freedom after 50. To receive your FREE WISE Wealth Assessment worksheet, text WISE to 888-599-4491  Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/476 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

In this engaging discussion, guest Les McDaniel, a certified retirement coach, shares insights on living purposefully after 50. He introduces the Wise Wealth Matrix, exploring how to move from feeling stuck to embracing a 'freedom zone' tailored to individual aspirations. Key topics include the balance of wealth and emotional well-being, the significance of lifelong learning, and the transformative power of purpose during challenges. Les emphasizes creating meaningful relationships and community connections for a fulfilling retirement.

Dive into the true meaning of investment risk and why low probabilities of loss don't necessarily indicate safety. Discover how statistical anomalies must be integrated into smart investment strategies. Explore the importance of risk mitigation and learn how effective management can lead to greater returns. Assess the value of steady investment practices over flashy successes to build wealth gradually. Real estate investment insights offer a realistic view on costs and preparations for market downturns.

Marshall Johnson, a co-host specializing in retirement tax planning, delves into the implications of recent tax policy changes following the 2024 elections. He discusses how the Tax Cuts and Jobs Act is set to expire in 2026, impacting future tax rates. Johnson provides insights on navigating state and local taxes, estate tax planning, and strategic financial planning for retirees. He emphasizes the importance of staying informed to maximize retirement tax opportunities and shares advice for optimizing personal financial strategies.

Today, I’m thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspiration to our work at Howard Bailey. He’s also one of Professional Adviser’s 50 Most Influential People, the founder of the Kinder Institute of Life Planning, and the author of several books. In today’s conversation, George and I dive into his newest book, The Three Domains of Freedom: Each Moment is Yours, Your Life Is Yours, Civilization Is Yours. In his book, George shares his expertise on mindfulness and life planning to help others discover their life’s purpose and find a deeper connection to their values and aspirations. In our conversation, we explore the difference between freedom in finance and freedom in life, what it means to live authentically in retirement, and the questions and practices that anyone can use to embrace the freedom of moments, life, and civilization. GET FREE ACCESS TO GEORGE’S BOOK TITLED THE THREE DOMAINS OF FREEDOM: EACH MOMENT IS YOURS, YOUR LIFE IS YOURS, CIVILIZATION IS YOURS Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 888-599-4491 and we’ll make sure you get signed up for free. It’s that simple! In this podcast interview, you’ll learn: The connection between Buddhism and life planning. Why George thinks working with financial clients without asking the important questions that goes into life planning is a disservice. How presence, purpose, and meaning define who we are and how we live.  The benefits of mindfulness practices–and how George uses his to show up in the present moment regardless of external circumstances.  How to stop money from becoming an obstacle to freedom.  Why continuing to work can be part of your financial freedom if you truly love what you do.  Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/472 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

The holiday season is often expected to be joyful, but it can also bring feelings of sadness and anxiety for many. So how can you foster more positivity and elevate your experience this holiday?  In this episode, we discuss:   How to make holidays intentional with family and friends Ways to embrace gratitude to cultivate connection What it means to truly be present We're changing things up today and won't be discussing an article. Instead, Casey Weade is joined by Les McDaniel to talk about 3 practices to strengthen relationships and why this is such a meaningful topic this time of year. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/471 Rate & Review the Podcast: RetireWithPurpose.com/review 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu  📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw  ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process